Efforts are canvassing events that you hold on a particular day. Within the Organizer Canvassing tool, Efforts also contain your daily assignments or Turfs, the Survey you will use that day, and the Results. Before you create a site visit Effort, you need to Add Users and Assign Roles, Prepare Your Data File, Create an Import, Create a List, and Create a Survey. See Overview of a Successful Canvassing Effort to learn more.
To create an Effort, follow these steps:
- Go to the Efforts section of the Canvassing tool and click the plus (+) icon on the top right.
- Name the Effort.
- Add a Date, Start Time, and End Time. We recommend limiting your site visit to one or two days.
- Add a List and a Survey.
Create Turfs and assign the workers.
- Note: Maximum turf size is 1,000 people and maximum number of workers assigned to a single turf is 5 workers.
- Launch your Effort.
Also see Create a Hot Spot Effort.